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C R M 1 01




Email, Social, and Drip Marketing Made Easy
Bill Kahlert
           S P C - one inOX 5
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                  Kevin Lawrie
D irector of T echnology & C o-Founder, inBO X 25

             Mark Turgeon
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 ic Pe et f a aSl, Mt p in Slios
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               Alison Kennedy
               Owe, K R I .
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                                   0/ /
                                    442
                                     21   © 02 ua R I . Al h r evd
                                           21 Sgr Mn ligt e r .
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National Institute on Money in State Politics
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HOMEBREW SYSTEM CHALLENGES
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Make sure your ‘From’ and ‘Reply-to’ email addresses are valid. noreply@ - stop it!
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n u a l r n cnp u u" nusr e ehn m eey milsc 5a )A( )
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Global Suppression List
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Don't share the address of a person who unsubscribed with any other entity seeking to send that party
email (section 5(a)(4)).

Don't harvest email addresses or use automated means to randomly generate addresses (section 5(b)(1)).
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Soft Bounce
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<<< 5.2.2 Mailbox over quota


Hard Bounce
Pr aet r r n yu h u n tt mtn te dleyotae a ades At iclep ne
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while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nonexistinguser@hello.example>
<<< 550 No such user here


Blocked Bounce
A I , fe o ue tins o r es e igt e P M T is o lrqir sm fl u ad
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while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nodeliver@hello.example>
<<< 551 Message Rejected as possible spam

Conclusion
B uc hnlg h u b atmt ad mr Y u o ’t atorm v t gtf m o risbcue
 o ne ad so l e uo a n s at o d n wn t e oe a e r yu lt eas
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Unsubscribe and Suppress the Recipient
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 o p in so l e r t a a usbcib ad h rc ieth u e upes f a o
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yu f ueis .
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Make it super simple to unsubscribe
Of n ims sr wla a es e s pmif s o c a h w ousbcib.
  t t e ues ill ms g a sa , itn t l r o t nusr e
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Provide an email-based unsubscribe method
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rc ietht ak yu ms g a sa , ifo poid te a e a mto t d s.
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A crin t a 01 is e ic rp r 64 percent of Twitter ues n 51
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*Pizso at d e wosb it es n ed ak
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#S C O N 1 2




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                       21 Sgr Mn ligt e r .
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CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy

  • 1. C R M 1 01 Email, Social, and Drip Marketing Made Easy
  • 2. Bill Kahlert S P C - one inOX 5 V & oFudr B 2 , Kevin Lawrie D irector of T echnology & C o-Founder, inBO X 25 Mark Turgeon V e r idn o N tnla s a ho t o tn ic Pe et f a aSl, Mt p in Slios s io e c u Alison Kennedy Owe, K R I . nr P , n c 0/ / 442 21 © 02 ua R I . Al h r evd 21 Sgr Mn ligt e r . C c r s s e 2
  • 3.
  • 4. Kn es r e Fa e t Inom t nS t m D e t rf r f r aio y e s irco o s National Institute on Money in State Politics fl t m ny r oo h oe.og lw e
  • 5.
  • 6. HOMEBREW SYSTEM CHALLENGES P o P t r wh o r e ey n a ot orp r g o r lf m it P o D l r ad l sn eot ao iv m in L it Tak g R p r g im e rcin & eot d in Major Problem N H M spot o T L up r N ail t sg etn t gt o bit o emn ad a e y r Eh, not ideal. N t A -PM o p n o C N SA cml t ia N Op- u mcais o t t ehn m o N T s g vil l o et A aa e in b N Sa C ml t aae et I R lio s o pm o p in Mngmn / P e t n a S a N B uc H nlg L t yiee o o ne ad / isH g n in N Sne A teta n o edr uhnict io N t sr r nl o U e- ied F y N t ok e ey rb m -S T Sre e r D l r Po l s M P evr w iv e
  • 7. rl e a t C N SA A -PM C n oin t As l f o- o it P ror h A d a e g co 20 ot l gh s u o N n l e ong py n Mr t A t f03 S ic d a k in Make sure your ‘From’ and ‘Reply-to’ email addresses are valid. noreply@ - stop it! D n uer dl tr s is n a , sc a o e rl s n fs haessc n 4a 5a 1, ad ) o 't s f uu n t nm s dt uh s pn e y adae edr (et s ( ) ( ) ) n 6. a e a io a a l io , ( Don’t lie. D n ue is ain sne o sb cle (et n ( )1 ad ( )2) o 't s m l d g edr r uj tinssc 5a ) n 5a ). e e io ( ( You need a Physical Address included A d o r ot adesoa e a (et n ( )3 ad ( )5( )iii). d yu p s ldrst l mil c 5a ) n 5a )A( ) a l s io ( ( Opt-out is a must and it should be a single-click function I l e "c a ad o sico susbcib mcais in vr e a (et n ( )5( )ii). n u a l r n cnp u u" nusr e ehn m eey milsc 5a )A( ) cd e io ( H v a rcsf handling unsubscribes within the 10-day window. (et n ( )4) ae poeso r sc 5a ). io ( Global Suppression List Ofr eip ns wyorciv sm t e o e a f m o wilb cin ohr a n wh "g bl f rc ieta a t ee e o e y s fmil o yu he l k g tes l g it a l a e p r o , o o usbcib" o t n os p luue mil o yu ogn a n sc n ( )3( ). nus e pio t t a f r e a f m o r raizt (et 5a )B) r o lt r io io ( Don't share the address of a person who unsubscribed with any other entity seeking to send that party email (section 5(a)(4)). Don't harvest email addresses or use automated means to randomly generate addresses (section 5(b)(1)).
  • 8. B ucs one H r b ucssfb ucsb ce b ucs-wy oIae ad o ne, o o ne, l kd o ne, h d cr? t o Soft Bounce At p r y rb m peet g e ey fo r es ef ea p a sr mil x igt e e oa po l is rvnin dl r o yu ms g, o xml ues ab m h b m r e iv a r e o ecein te s r e u t T is o ne h u b fge, bth e a adesh u rmin a - xed ghir t a qoa h b uc so l el gd u te mildrsso l e a vl og . d a d id f nw o o. r while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<myinboxisfull@hello.example> <<< 5.2.2 Mailbox over quota Hard Bounce Pr aet r r n yu h u n tt mtn te dleyotae a ades At iclep ne emnn er ad o so l o a e p aohr e r t ht mildrs o d t iv . y arso s is p unknown user, no such user o invalid user. T ee r vr imot torm v f m o ris r hs ae ey p r n t e oer yu lt a o im eia l md tye. while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nonexistinguser@hello.example> <<< 550 No such user here Blocked Bounce A I , fe o ue tins o r es e igt e P M T is o lrqir sm fl u ad nS ilr r srh k yu ms g m h b SA . h cu eu e o eoo p n P t a d lw t ul h oin. r b so t g o e while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nodeliver@hello.example> <<< 551 Message Rejected as possible spam Conclusion B uc hnlg h u b atmt ad mr Y u o ’t atorm v t gtf m o risbcue o ne ad so l e uo a n s at o d n wn t e oe a e r yu lt eas in d ic . r so te’r ino wsu, ad o d n wn t sn t e a adessht o ’t x t The cleaner your list, hy e b x a fl n yu o ’t ato ed o mildrs tad n eis l e .
  • 9. Sa C ml t pm o p in as W yhye p r n ad o t mng t m h t ’r imot tn hwo aae h e a e ISP Feedback Loops W e a eip n fg yu ms g a sa , teS wl r ad o a eat vr n fh hn rc ietl s o r es e s pm h I ilowr yu rdc d es o te a a P f e io cml totate eip n cn e e oe ad o e l peetuue o p ins o p in s hth rc iet a b rm vd n h pfl rvn f r cml t a uy t a . Unsubscribe and Suppress the Recipient Sa cml taeut pro e a mre gn mt r ht H wvrifo d n pm o p ins r j a a fmil akt , o a e wa o ee, yu o ’t a s t in t . mng cml tyu sne rpt io ad e ey il e ircy pc d A y pm aae o p ins o r edr eua n n dl r wl d et imat . n sa a t iv b l e cml th u b t a d s n nusr e n te eip n so lb sprs drm l f o p in so l e r t a a usbcib ad h rc ieth u e upes f a o a d ee d e o l yu f ueis . o ru r lt t s Make it super simple to unsubscribe Of n ims sr wla a es e s pmif s o c a h w ousbcib. t t e ues ill ms g a sa , itn t l r o t nusr e e fg a e Provide an email-based unsubscribe method Sm I ’sik G a d n t aeedako p. B thy il r t atmtay nusr e o eS le milo o hv f bc l s u te wl y o uo a l usbcib a P e o t ic l rc ietht ak yu ms g a sa , ifo poid te a e a mto t d s. eip n tamrs o r es e s pm yu rv e hm n mil e d o o o a h
  • 10. At n a n u et t h ic io Al so t tl P wois u oizd osn miln or lw yu o e I ’s h at re t ed a o yu o lS h bhl n pr ityu ae ae we h o a es e ea ad e so t t o nr ip f ms g. f m k k s a Sender ID Domainkeys DKIM
  • 11. P in x v H M l t ts T L ae . wic is e e ad hthu Ied h h bt rn wasol sn? t d Answer: Sn B t ed oh Multipart Messages A a et rc eyu h u a as ed ht rf rd oa a s bspat , o so l l y sn wa e r t s ic d w ’s e e ml at es eBsayte milo t s oh l t t u iprms g. a l, h e a cna b t p in e t a ic l in a x ad T L o t tOne ee e, a eip n's milrg m n H M cne . c rcivd rc iet e a por n a dc e wacnet so n ehr T L r l t tbt eids ht o t is h w - ite H M o p in e , u n a x nvr oh th s e im. ee b t ate a t e m
  • 12.
  • 13. T s gT s g n m r T s g et , et ad oe et in in in
  • 14. Sa F e &uk o e pm ilr J Fl r ts n d s
  • 15. Scl eia oiaMd A crin t a 01 is e ic rp r 64 percent of Twitter ues n 51 cod go 21 K s t s eot mr , sr ad percent of Facebook users s they will buy from brands that they follow. aid Iad io , 34 percent of respondents s te wu le bcm a r da if n dit n a hy o l ikl eo e ba f id d y n n a aqa t c le te a e rn. n cuina eiksh s bad n m B inrdc g n poe ms g f mtn sc l eiaFollow the y t uin a imrvd es eo aad oiamd , o a r Money doubled their subscriber base in a single year.
  • 16.
  • 17. Rpr g eot in so t ns atit dleygorpy n sc l o e p t p tr d in c y e r, egah ad oiain n so. e iv , iv
  • 18. E a A tmtn mil u a o io 1 e a ms gs a d n usr e bhv r r t etie :1 mil es e bs o sbcibr eaio o ine sy l a e r d h hr ep ne a s n hlbilgetedr eua n. ige rso s rt ad e ud rasne rpt io s e p t
  • 19. I C CUI N ON L SON
  • 20. SUGARCRM / INBOX25 SOLUTION D pnalE a P t r , Sc l o nc ad akt g uo a n eedb millf m oiaC netn Mre A tmt e ao in io H himatR bsR p r g ig- pc o ut eot , in Report Card Ml at milup r( et T L u iprE a SpotT x/ M) t H A eae e Rt vr Opn a g e A vne Sg et io & agt g dacd emna n Tre t in 32.4% Fl C N SA C mln uy A - P M o p t l ia H hsOpn a iget e Rt e S g Cic U sbcib inl lk nusr e e 49.1% Fl mil et g u e u E a T s Sit l in A eae lk hu vr Cic- r g t A tmt Sa C ml t rcs g uo a d pm o p in Poes e a in 4.3% A tmt B uc H nlg uo a d o ne ad e in H hsCic- hu iget lk r t Fl edr uhnict n u Sne A teta l io 51.7% Bat l imlU e I ef e euif, s p srn r c u e t a L t rw isG o t h A eae e eail 9.2% vrg D l rbit 9 2 iv y 100%
  • 21. Sb ites n edak um Ss Febc io 1) S e le c t th e S u g arC o n M o b ile Ap p : 2) a o t ss n Tp n h es is io 3) a o sr y Tp n uv e 4) um yu f dak Sb itore bc e *Pizso at d e wosb it es n ed ak re f t n es h u m ssio f b c r e e uin te o ilA p s g h M be p
  • 22. #S C O N 1 2 0/ / 442 21 © 02 ua R I . Al h r evd 21 Sgr Mn ligt e r . C c r s s e 22